Discovery Module

The Fastest Way to Understand, Document, and Audit any Salesforce Org

Discover your Salesforce org instantly. Every metadata type, dependency, integration mapped, documented, and searchable in minutes. No manual investigation required anymore.

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Instantly Map Your Entire Salesforce Org

What traditionally required weeks of workshops and manual investigation now happens before your first discovery session begins.

Get a complete org map in under 30 minutes
Every metadata type retrieved, parsed, and contextualised automatically
Dependency-Mapping - Every component linked to everything it affects
Search for any business process and how it is built inside your org
Works across any org complexity - from 50 to 5,000 custom objects

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Discovery

Two Agents. Autonomous Discovery. Complete Org Visibility.

Documentation Agent

Everything in One Place. Fully Navigable.

Connects to your Salesforce instance securely while retrieving and contextualising your entire metadata catalogue into a single structured, clickable documentation layer.

Single source of truth surfacing the most up to date information across all metadata types present in this org
Full coverage: Objects, Fields, Apex, Flows, Profiles, Permission Sets, Roles, Validation Rules, Page Layouts, Installed Packages, Connected apps etc
Cross-metadata traversal: Navigate the dependency on any metadata by following the foot print through different clicks within the platform
Surfaces both deployment-level and runtime-level context

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Intent Detection

Understand the Why Behind Every Build

Does not just retrieve raw XML - contextualises each metadata component in relation to the entire org. Click any object and immediately understand every dependency touching it, in any direction.

Enriched relational model - not a flat metadata dump
Understand why every component exists and what depends on it
Instantly trace the impact of any object, field, or automation
Built for teams inheriting complex orgs with no documentation

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Org Search Agent

Uncover the Business process behind your Org

Interrogate your org in natural language. Get precise, process-aware answers to complex questions that previously required hours of manual investigation across multiple Salesforce interfaces.

Ask how any integration is built - objects, fields, triggers, and flows included
Trace end-to-end business processes as they actually run, not as designed
Understand how automations govern every stage of any business process
No SOQL, no Workbench - plain language, precise answers

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Org Search Agent

AI Powered Salesforce Admin

Always on ready to answer the questions your team brings into every project, sprint, or incident. Evaluate impact before every deployment. Understand integrations before every migration.

Integration Discovery: surface the full technical anatomy of any external integration
Process Tracing: map any end-to-end business process across objects and automations
Impact Analysis: identify every dependent component before any change is made
Available on-demand - no setup, no specialist required

Explore Search Use Cases

“What used to take our team three weeks of discovery workshops now takes an afternoon. HighRev gave us a complete picture of a 400-object org before our first design session.”

Salesforce Architect

Enterprise Implementation Partner

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